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Prudential Financial

1,123 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 475 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 347

0.1% more ownership

Funds ownership: 57.24%57.34% (+0.1%)

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

2% less funds holding

Funds holding: 1,1481,123 (-25)

11% less capital invested

Capital invested by funds: $20.4B → $18.2B (-$2.22B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

29% less call options, than puts

Call options by funds: $407M | Put options by funds: $575M

Holders
1,123
Holders Change
-25
Holders Change %
-2.18%
% of All Funds
19.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
83
Increased
475
Reduced
347
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Ameliora Wealth Management
Switzerland
$75K +$80.9K +840 New
RA
927
Rise Advisors
New York
$73K +$12K +125 +17%
NSB
928
Norway Savings Bank
Maine
$71K -$4.81K -50 -6%
PFBT
929
Parkside Financial Bank & Trust
Missouri
$70K +$7.61K +79 +11%
CBT
930
Central Bank & Trust
Kentucky
$69K +$13.3K +138 +21%
BFPW
931
BOK Financial Private Wealth
Colorado
$68K
CCM
932
Covington Capital Management
California
$67K +$6.83K +71 +10%
JWA
933
JFS Wealth Advisors
Pennsylvania
$66K -$5.87K -61 -7%
Pacer Advisors
934
Pacer Advisors
Pennsylvania
$65K -$1.14M -11,829 -94%
FFC
935
First Financial Corp
Indiana
$64K
LTI
936
Laffer Tengler Investments
Tennessee
$61.7K
CFO
937
CVA Family Office
Colorado
$61K -$59.7K -620 -47%
TCOV
938
Trust Company of Vermont
Vermont
$61K -$4.33K -45 -6%
FCA
939
FinTrust Capital Advisors
South Carolina
$60K -$27.4K -285 -32%
GWS
940
Glassman Wealth Services
Virginia
$60K -$3.37K -35 -5%
MFT
941
Moisand Fitzgerald Tamayo
Florida
$58K +$16.6K +172 +34%
HPC
942
HM Payson & Co
Maine
$56K
AP
943
Arlington Partners
Alabama
$54K
LWCFA
944
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K
HIA
945
Harbor Investment Advisory
Maryland
$53K +$770 +8 +1%
HS
946
Horan Securities
United States
$51K +$9.05K +94 +19%
Bank of Montreal
947
Bank of Montreal
Ontario, Canada
$49K -$979K -10,172 -2%
KFI
948
Key Financial Inc
Pennsylvania
$48K +$2.6K +27 +5%
SSB
949
Sandy Spring Bank
Maryland
$47K
BWM
950
Baystate Wealth Management
Massachusetts
$45K +$578 +6 +1%

PRU Hedge Fund Activity: Q3 2022 in Review

1,123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2022, worth a combined $18.2B — down 11% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PRU and 83 opened new positions — a net loss of 6 holders — while 347 trimmed existing stakes and 475 added.

The largest buyer was Charles Schwab, adding an estimated $54.8M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $88.6M sold.

  • 1,123 institutional investors held Prudential Financial (PRU) as of Q3 2022, down from 1,148 in Q2 2022.
  • Funds reported $18.2B of Prudential Financial stock for Q3 2022, down 11% quarter-over-quarter.
  • 83 funds opened new Prudential Financial positions in Q3 2022 and 89 closed out, a net change of -6 holders.
  • The largest Prudential Financial buyer in Q3 2022 was Charles Schwab, an estimated $54.8M added.
  • The largest Prudential Financial seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2022.